WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been selected as a finalist in the CRM System category at the Family Wealth Report Awards 2022 program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving [...]
Now family members, clients, and advisors can access and interact with trust management information. Seamlessly. The newest addition to our trust administration platform is the WealthHub Interactive Portal, the first online banking/brokerage portal designed specifically for ultra-high net worth entity and asset management. The WealthHub Portal enables clients, family members and their professionals to [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, was included in The Wealth Mosaic’s first US Wealth Technology Landscape Report.Part of the Wealth Technology Landscape Report Series, this first US report features a showcase of key solution providers to the wealth management sector in the United [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been crowned ‘Best CRM System’ at the 8th Family Wealth Report Awards.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted [...]
PLYMOUTH MEETING, PA—April 12, 2021—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the addition of two new members to its business development team. Brittany von Czoernig and Jim Finegan, both joining WealthHub from eMoney Advisor, bring considerable industry and market expertise to further enable WealthHub’s continued growth into [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been selected as a finalist in the CRM System category at the Family Wealth Report Awards.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family [...]
Tax season transformed with new module to ease management of tax return preparation for trust companies and family offices CONSHOHOCKEN, PA—January 23, 2020 WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the release of a new tax preparation module for its TrustHub trust administration software. The new tax [...]
$1.5M Seed Round to Drive Continued Market Growth CONSHOHOCKEN, PA—November 18, 2019—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the successful closing of a $1.5 million seed funding round. The round was led by Richard Vague, the former founder and CEO of First USA, Juniper Bank, and Energy Plus, [...]
CONSHOHOCKEN, PA—December 13, 2017—WealthHub Solutions, a leading provider of fiduciary management software, announced today that First American Trust has completed implementation and transition of First American Trust’s CRM, onboarding and administration activities to TrustHub—the trust administration platform from Pennsylvania-based WealthHub. “The installation of WealthHub’s CRM system supports our mission to deliver the best possible [...]
WealthHub Solutions, the leading provider of fiduciary management software, announced today that it has completed a financing round of $1.6 million, from individual investors and institutions including Rittenhouse Ventures and Ben Franklin Technology Partners. WealthHub will use the financing to accelerate its continuing growth and expand product development. “WealthHub’s solution for administering high net worth relationships [...]
